How John.ohmer started their stationery journey

Who are you known as?

YellowBrickRoad Financial Advisors

Tell us a bit about who you are and the people you reach

YellowBrickRoad Financial Advisors is a personal financial advisory firm deeply and intensely dedicated to the achievement and preservation of our client’s personal financial independence.
Our highest accomplishment is when clients exclaim they’re completely grateful that we’re on their financial life journey.
The firm's name is inspired by the film Wizard of Oz. There is much symbolism in this film about life's journey. The 'yellow brick road' symbolizes each person's 'road' aim to get where we want to go in life. The film reminds us that the journey requires courage, heart, intelligence. Overcomings fears and obstacles. Depending on others. So, too, our financial life journey. Our mission as a personal financial advisory firm is to be a difference maker along a client's financial life journey.

What inspires you and how do you envision the design for your business?

Designs are needed for the stationary items indicated below. Each item is to incorporate as detailed below either the entire logo or at least the ‘Y’ symbol that is the iconic element of the logo.

Please note that we want the designs to NOT include such phrases as "Securities Offered Through LPL" and "LPL Registered Principle" as they are found on the attached PDFs.

Business Card - The entire logo has to be somewhere on the front or back of the Business Card. The ‘Y’ can be a design element on the Business Card. The card can be either vertical or horizontally oriented and we would like the card to remain uncluttered. Please include the following email: johmer@ybrfinancialadvisors.com. Please include the following YellowBrickRoad website URL: http://www.ybrfinancialadvisors.com. We have also included the Certified Financial Planner designation logo: CFP® which we would like to be placed to the right of the name John Ohmer. The business card should read: John Ohmer, CFP®

Envelopes - Three envelope designs are needed. Specifically, a 9.5” x 4” #10 envelope with a “commercial” style flap, a 9” x 12” Envelope with a “wallet” style flap, and a 10” x 13” Envelope with a wallet style flap. The entire logo has to be on the front of all envelopes. See attached for commercial and wallet style flaps.

Letterhead – The Letterhead is 8 ½” x 11”. The entire logo is to be featured on the letterhead. The entire logo has to be incorporated in the letterhead design. Please include the following email: johmer@ybrfinancialadvisors.com. Please include the following YellowBrickRoad website URL: http://www.ybrfinancialadvisors.com. We have also included the Certified Financial Planner designation logo: CFP® which we would like to be placed to the right of the name John Ohmer. It should read as follows: John Ohmer, CFP®

Note Pad – The Note Pad is 4” x 6”. There is no format preference regarding a horizontal (i.e. landscape) or vertical (i.e. portrait). At least the ‘Y’ is to be included on the Note Pad. The entire logo is optional. Please include the following email: johmer@ybrfinancialadvisors.com. Please include the following YellowBrickRoad website URL: http://www.ybrfinancialadvisors.com. We have also included the Certified Financial Planner designation logo: CFP® which we would like to be placed to the right of the name John Ohmer.

Presentation Binder – The Binder is 11” x 11.5” x 2” and a 1 ½” “ring” binder. The word “Planning” is to be incorporated onto the binder. The word ‘Plan’ within the word Planning is to be differentiated using a font, color, tone or some other means. The title Personal Financial Plan and subtitle The Secret to Success is Constancy to Purpose is to be incorporated on the front of the binder. The entire logo is to be incorporated in the binder design. The logo, though, does not have to be prominent.

*Shipping Label – The shipping label is 4” x 3.5”. We would like the entire logo to be incorporated.

Other notes

We have uploaded a picture of a “commercial” style flap, to be used on the 9.5” x 4” #10 envelope design
File Name:
*Commercial Envelope Flap.

We have also uploaded a “wallet” style flap to be used on both the 9”x12” envelope and 10”x13” envelope
File Name:
*Wallet Envelope Flap.

We attach existing stationary items. We feel these are boring and dated. We like the ‘stacked blocks’ element but really nothing else. Seeking a more sophisticated image with new logo.

We want to convey an image of confidence, seriousness, sophistication, and strength. Consider how the ‘Y’ element in the logo can be featured as an iconic symbol in the designs. Absolutely no images of yellow brick roads or any roads are to be used in the stationary design. Please!